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Wealth Offer

Limited time offer

More cash? Yes, please!

Get up to $3,000 as a cash bonus with new investments*

Terms and conditions apply.

 

Book an appointment

For a limited time, set up a qualifying wealth investment and receive up to $3,000

 

Local means tailored financial advice.

Local means meeting your financial goals faster.

And local means cash perks like this!

Whether you're a novice investor eager to get started or an experienced pro seeking a fresh perspective, we are thrilled to present this exclusive limited-time offer to new members and existing members transferring new investments.

Ready to get started? Connect with a knowledgeable advisor now.
 
 
 
 

It’s as easy as 1-2-3

Make a qualifying investment of at least $5,000
Work directly with an advisor to find the right investment option for you
Enjoy your bonus welcome offer of up to $3,000 dollars*

Offer Tier

Cash Incentive
$5,000 - $49,999
$300
$50,000 - $99,999
$500
$100,000 - $249,999
$1000
$250,000 - $499,999
$2000
$500,000 +
$3000
*Conditions apply. See below FAQ and Terms and Conditions for further details. 
 
 
 

Why invest with us?


We’re more than just the numbers; we’re part of the community. We know local banking means more and we pride ourselves on the diverse range of financial services we offer to help you achieve your goals, from first time investing to getting ready to retire. Connect with an advisor now to create a financial plan tailored to your specific needs and timelines.


Book an appointment
 
 
 

Frequently asked questions

Qualifying money transfers for this offer must be initiated by December 29, 2023.​
Yes, only investments over $5,000 initiated between September 18, 2023 and December 29, 2023 into a Credential Asset Management Inc. and Credential Securities account through Prospera will qualify for this offer.
Yes! Existing members who transfer a minimum of $5,000 from outside of Prospera or a Credential Asset Management Inc. or Credential Securities Account at Prospera qualify for this offer.
Your Wealth Welcome Incentive will be distributed between April 15, 2024 and April 26, 2024.
  • The money transfer must be initiated by December 29, 2023​. 
  • Money must be received by January 31, 2024.​ 
  • The money must remain in the Credential Asset Management Inc. or Credential Securities account until March 31, 2024​.
We do have other offers currently available that can be combined with this offer! 
Additional offers that can be used in combination with the Wealth Welcome Incentive: 
  • $0 Transfer Fee Offer: Get up to $150 of transfer fees reimbursed when you move investments 
  • 15,000 Welcome Points with a Collabria Visa: Get up to $150 value in points with a new Collabria Infinite Visa 
All eligibility requirements of other offers must be met. Please review offer terms and conditions here.
 

How to reach us

Call our Member Service Centre

Toll free
1 888 440 4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email

Fill out our contact form

Meet online or in person

Request an appointment date and time


View branch locations or find an ATM

Terms and conditions apply. Full terms and conditions can be viewed by clicking here. To new terms and conditions document.

Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth. Qtrade Guided Portfolios® is a trade name of Credential Qtrade Securities Inc.

*Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.